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Independent Advice Tailored to Your Needs. Your goal is to preserve and grow the assets you have worked hard to accumulate, and you seek solid advice from independent financial advisors who place your interests first. Strategic Tax and Retirement was founded to help clients achieve their financial goals through solid financial planning practices, independent advice and excellent service. Take the time to learn who you are and understand your life goals. Offer you solutions based on your individual needs.

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CONTACTS AT STRATEGICTR.COM

Strategic Retirement Solutions

Greg Nelson

2434 Su●●●●●●●rive NW

Sui●●●101

Roc●●●ter , Minnesota, 55901

UNITED STATES

1507●●●●9176
1949●●●●2166
gb●●●●●●●@hotmail.com

View this contact

Strategic Retirement Solutions

Greg Nelson

2434 Su●●●●●●●rive NW

Sui●●●101

Roc●●●ter , Minnesota, 55901

UNITED STATES

1507●●●●9176
1949●●●●2166
gb●●●●●●●@hotmail.com

View this contact

Strategic Retirement Solutions

Greg Nelson

2434 Su●●●●●●●rive NW

Sui●●●101

Roc●●●ter , Minnesota, 55901

UNITED STATES

1507●●●●9176
1949●●●●2166
gb●●●●●●●@hotmail.com

View this contact

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Home | Strategic Retirement Solutions | strategictr.com Reviews

https://strategictr.com

Independent Advice Tailored to Your Needs. Your goal is to preserve and grow the assets you have worked hard to accumulate, and you seek solid advice from independent financial advisors who place your interests first. Strategic Tax and Retirement was founded to help clients achieve their financial goals through solid financial planning practices, independent advice and excellent service. Take the time to learn who you are and understand your life goals. Offer you solutions based on your individual needs.

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Financial Services | Strategic Tax & Retirement

http://www.strategictr.com/services

Independent Advice Tailored to Your Needs. Your goal is to preserve and grow the assets you have worked hard to accumulate, and you seek solid advice from independent financial advisors who place your interests first. Strategic Tax and Retirement was founded to help clients achieve their financial goals through solid financial planning practices, independent advice and excellent service. Take the time to learn who you are and understand your life goals. Offer you solutions based on your individual needs.

2

Tax and Accounting | Strategic Tax & Retirement

http://www.strategictr.com/tax-and-accounting

We believe that the best client relationships are those that are built upon trust. We understand that the only way to build that trust is to produce top quality work based upon integrity and develop personal relationships with our clients. We strive to cultivate these personal relationships by getting to know our clients and being responsive to their needs. Tax and Accounting Team. Securities offered through PEAK Brokerage Services, LLC.

3

About Us | Strategic Tax & Retirement

http://www.strategictr.com/about-us

Strategic Tax and Retirement was founded by Rochester, Minnesota native, Greg Nelson. His vision was to provide clients with comprehensive financial planning and retirement income planning that is unmatched anywhere. Let our team help you plan for the financial road ahead. Whether your concern is paying too much in taxes, not having enough money to last throughout your retirement, or a multiple of other planning objectives, we are here to help you. Securities offered through PEAK Brokerage Services, LLC.

4

STAR Capital | Strategic Tax & Retirement

http://www.strategictr.com/star-capital

STAR Capital Investment Process. Our proprietary stock screener is tailored to generate a preliminary list of large cap stocks meeting comprehensive risk measures and yearly guidance parameters within a variety of investment sectors. The list of stocks that have passed the initial screening limitations are then scrutinized from a fundamental point of view by our portfolio manager. Timothy R. Merrill Jr. Tim is a Rochester native and graduate of the University of Wisconsin, La Crosse. His passion for ...

5

Retirement Positioning System | Strategic Tax & Retirement

http://www.strategictr.com/rps

Retirement Positioning System (RPS) is our proprietary retirement planning and distribution software program created by the firm’s founder, Greg Nelson. Your financial plan is a road map to achieve your financial goals. RPS like GPS is a dynamic program that will calculate and show the possible pathways of your financial future. Quite simply, RPS is to your financial life as a GPS is to your car or truck. The Strategic Tax and Retirement and RPS helps you make smart decisions with your money. Investment ...

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Home | Strategic Retirement Solutions

Independent Advice Tailored to Your Needs. Your goal is to preserve and grow the assets you have worked hard to accumulate, and you seek solid advice from independent financial advisors who place your interests first. Strategic Tax and Retirement was founded to help clients achieve their financial goals through solid financial planning practices, independent advice and excellent service. Take the time to learn who you are and understand your life goals. Offer you solutions based on your individual needs.

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